Services
Services
We are a wealth advisory team that partners with a select group of clients. Many of our clients are pre- and post-retirees, as well as business owners and professionals.
Our clients want to talk about the future with anticipation, not apprehension, and are primarily interested in preserving their wealth and accumulating a work-optional lifestyle. As a team we have developed and refined the Compass Wealth FORMula™ to bring all of the pieces of the puzzle together into one results-driven process to achieve and maintain financial independence.
• Wealth Management • Benefits Management
• Risk Management • Charitable Giving
• Tax Management • Business/ Succession Planning
• Cash Management • Retirement Planning
• Legacy Planning • Value-Added Services
• Social Security Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
[email protected] | (678) 739-0175